About CTEP® USA
The Chartered Trust and Estate Planner® (CTEP® USA) offered by American Academy of Financial Management India designation expands your range of services to include estate planning, inheritance planning and asset repositioning services for your clients.
An estate planning designation like internationally acclaimed Chartered Trust and Estate Planner® demonstrates to your peers, clients and prospects that you are serious about your profession. After all, someone seeks the services of another because that person believes the other can do a better job. Prospective clients are less likely to engage you if they believe you know the same or less than they do about the topic at hand. This is where the specialist enters.
With CTEP® USA knowledge and strategies, you can offer expert guidance on:
- Succession Planning
- Wills and Probates
- Asset Protection Trusts
- Special Child Protection Strategies
- Incapacity Financial Asset Protection
- Guardianship Issues
As you master these topics and tools, you also gain the confidence to secure your clients’ assets for generations to come.
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How will CTEP® USA course benefit You?
Enables you to provide a professional service of a higher standard
Enhances your ability to give holistic advice to clients as a trusted advisor
Distinguishes you and your firm from the competition
Enhance your knowledge of all aspects of Estate & Succession Planning including the vehicles, legal structures, principles and practices underpinning it
As a result of successfully completing the Certificate, you will be able to:
- Identify how aspects of Personal Law such as succession laws, guardianship laws, bankruptcy, adoption, divorce, etc. affect a client’s estate and inheritance planning.
- Use the technical legal language underpinning private client matters.
- Explain the salient features and benefits of making a will and how dying intestate affects the direction of a client’s wealth.
- Explain the processes involved in administrating a client’s estate and the executor’s role.
- Describe the variety of trust structures commonly found in private client work in India.
- Describe the key regulatory aspects relating to India trusts and the obligations of trustees under the India Trust Act.
- Describe the use and appropriateness of testamentary trusts and declaration of trusts.
- Describe the principles governing Muslim estates and the use of various Muslim-compliant estate planning tools.
- Explain the purpose and use of insurance trusts in legacy planning.
- Use buy-sell agreements cum trusts in business succession.
- Describe the continuance of trust investments and the trustee’s duties and responsibilities.
- Describe the tax treatment of trusts in India and its impact on the different stakeholders.
- Outline the scope and use of the financial durable power of attorney and appointment of deputies and how they can be affected.
- Understand philanthropic planning and the charities law framework in India.
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How will this course
benefit your employer?
As a result of successfully completing this Certificate, you will:
- Increase your knowledge and understanding of the legal and tax factors of estate and inheritance planning
- Enhance your ability and confidence in structuring and implementing the wealth distribution plans of your clients
- Gain a qualification recognized across 151+ Countries with more than 300,000+ professionals, comprising the most respected experts working in the fields of trusts, tax and probate
Why Financial Advisors Should Pursue the CTEP® USA Certification?
Wealth Transfer is one of the biggest concerns of your Top Clients!
If you do not provide your client with estate planning
who will? Will the other person try to redirect investment business to someone else or possibly make unfavorable remarks about the client's portfolio composition or point out how easy it would be to save income taxes by investing in X instead of Y? The financial advisor is considered the all-in-one man; keep control of the situation.
Once a client perceives you as an estate planning specialist
their view of you will be elevated-they will now think of you as a smarter and more accomplished person. Looking at you in a new light may result in the client have you oversee more of their assets or referring you to their parents, children or friends.
Benefits of Estate Planning Certification for Financial Advisors
Client's needs are about Wealth Enhancement, Wealth Protection and Wealth Transfer. So, to be complete advisors, they should incorporate Wealth Transfer Advise.
Estate Planning advise allows advisors to cater to higher level of clients and broaden their range of services and client base.
- The advisor gets complete share of Wallet.
- The advisor gets the ability to continue his services to the next generation.
- With transaction or commission margins under pressure it allows an additional source of income.
Competitive Edge & Flexibility
Estate Planning is the most ignored area of Personal Finance and there is virtually no competition, so it gives a competitive edge to advisors who incorporate it.
Financial Advisors frequently feel becoming a specialist is too time consuming, especially during periods of economic extremes. CTEP® USA Certification offers flexible schedules and self-study programs. Most importantly, this is a one-time commitment. You can lose money in stocks or bonds, but no one can take away your education.
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AAFM® INDIA CORPORATE PARTNERS
Where might you land with the CWM® under your belt? Based on 2018 statistics from AAFM USA, below are the Top 10 employers of Chartered Wealth Managers, ranked by number of CWMs employed.
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- At AAFM® India, we are not just building careers, but we are building a worldwide community of finance professionals who lead with expertise, integrity, and global perspectives.
- Join 300,000+ professionals who began their global career in financial education with AAFM® India.
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